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Marshall Foundation is a private corporation based in TUCSON, AZ. The foundation received its IRS ruling in 1942. The principal officer is Bruce Burke. It holds total assets of $29M. Annual income is reported at $5.2M. Total assets have grown from $11.4M in 2011 to $29M in 2024. The foundation is governed by 9 officers and trustees. Tax records are available from 2020 to 2024. Grantmaking is concentrated in Arizona. According to available records, Marshall Foundation has made 198 grants totaling $7.2M, with a median grant of $25K. Annual giving has grown from $1.3M in 2020 to $1.8M in 2023. Grantmaking activity was highest in 2022 with $3M distributed across 98 grants. Individual grants have ranged from $100 to $198K, with an average award of $37K. The foundation has supported 85 unique organizations. Grant recipients are concentrated in Arizona. Contributions to this foundation are tax-deductible.
The Marshall Foundation is Arizona's oldest private foundation, established in 1930 by Louise Foucar Marshall and operating from 814 E. University Blvd. in Tucson — directly adjacent to the University of Arizona campus. Its funding model is unusual and consequential: rather than relying on external donations or investment endowments, the foundation generates operating income from its ownership and management of Main Gate Square, a retail and dining district beside the UA campus. This asset-based structure makes Marshall one of the most stable and predictable grantmakers in Southern Arizona, largely insulated from stock market volatility and donor cycles.
The mission — "transform lives by fostering equitable access to education" — functions as a hard filter, not aspirational language. Every successful grantee draws a clear line between their work and educational access for underserved populations in Pima County. The four funding priority areas (Early Childhood to Graduate Education; Wraparound Services in Support of Education; University of Arizona Programs and Projects; University of Arizona Scholarships) are mutually exclusive application tracks; selecting the right one is as strategic as the proposal itself. Organizations that force-fit their work into the wrong category invite rejection regardless of program quality.
The foundation maintains deep, long-term institutional relationships, particularly with the University of Arizona. UA Foundation entities collectively received over $2.5 million across 20-plus grants in the historical database, and UA-related categories absorb roughly half of all annual grantmaking. Community nonprofits compete primarily within the Early Childhood and Wraparound Services buckets, which together comprised $575,000 of the $1.2 million awarded in 2025 across 23 grants.
The formal two-stage LOI-to-invitation process is a genuine screen. Only invited organizations proceed to full proposals, meaning the LOI itself carries decisive weight. The process runs on a strict annual calendar with a narrow February window — there is no rolling review for the main cycle, though out-of-cycle requests under $25,000 are handled separately.
With new Executive Director Alexis Ryland at the helm since December 2025, Marshall is in a relationship-receptive moment. Ryland has signaled long-term strategic vision and deeper community partnerships as her priorities, making early 2026 an especially favorable window to introduce or re-introduce your organization before the LOI opens.
Marshall Foundation's current grant parameters set a hard floor at $25,000 and a ceiling of $100,000 per award, with most grants landing between $25,000 and $30,000. The 2025 cycle distributed $1,202,000 across 35 grants — an average of approximately $34,343 per award. The historical database (198 total grants, $7.2M cumulative) shows a median of $25,000 and an average of $36,362, consistent with a funder that maintains minimum thresholds but occasionally stretches for larger institutional commitments.
Category distribution in the 2025 cycle reveals concrete priorities: University of Arizona Scholarships led at $435,000 (36% of total giving), followed by Wraparound Services in Support of Education at $325,000 (27%), Early Childhood to Graduate Education at $250,000 (21%), and U of A Programs and Projects at $192,000 (16%). Combined UA-facing categories totaled $627,000 — 52% of all 2025 giving — confirming the long-standing pattern of directing approximately half of annual disbursements to University-affiliated work.
Among historical grantees, the University of Arizona Foundation is overwhelmingly dominant. UA Foundation entities and subsidiaries (scholarships, honors college, law, education, cooperative extension) account for more than $3.1 million of the $7.2 million in tracked grantmaking across all years. The next-largest community grantee, Youth On Their Own, received $210,000 across four grants. Other significant multi-year recipients include Literacy Connects ($176,200), Florence Immigrant and Refugee Rights Project ($150,000), Arizona Friends of Foster Children Foundation ($135,000), and Children's Action Alliance ($125,000).
Annual grants paid have ranged from $853,978 (FY2021) to $1,735,002 (FY2019). The 2025 total of $1.2M is moderate. Notably, the foundation's asset base surged from $17.4M in FY2022 to $28.5M in FY2023 following $12M in net investment income — a 66% expansion that may support modestly larger payouts in coming years.
Multi-year relationships are structural, not exceptional. Several grantees appear in four to nine consecutive grant cycles, indicating that timely reporting and strong outcomes consistently translate into renewal. First-time grantees nearly always start at $25,000-$30,000 before advancing to larger requests.
The Marshall Foundation's closest peers by asset size all fall under NTEE code T22 (Philanthropy & Grantmaking) with assets near $29 million, but are geographically dispersed and operate in largely separate markets. The comparison highlights Marshall's distinctive accessibility and geographic discipline.
| Foundation | Assets | Annual Giving | Primary Focus | Geographic Focus | Application |
|---|---|---|---|---|---|
| Marshall Foundation (AZ) | $29.0M | ~$1.2M | Education + UA scholarships | Pima County, AZ only | Open LOI (Feb) |
| Schroth Family Foundation (FL) | $29.0M | Est. undisclosed | Philanthropy & Grantmaking | Florida | Likely by invitation |
| Branches Foundation (SD) | $29.0M | Est. undisclosed | Philanthropy & Grantmaking | South Dakota | Unknown |
| Richman Foundation (MD) | $29.0M | Est. undisclosed | Philanthropy & Grantmaking | Maryland | Likely by invitation |
| George T. Lewis Jr. Foundation (NC) | $29.0M | Est. undisclosed | Philanthropy & Grantmaking | North Carolina | Unknown |
Marshall stands out among this asset-comparable peer group for three reasons. First, it operates an open LOI process with published deadlines — a significant accessibility advantage over similarly sized foundations that fund exclusively by invitation. Second, its asset-based real estate model insulates grantmaking from stock market volatility, providing a structural stability most comparable foundations lack. Third, its strict Pima County geographic restriction eliminates competition from out-of-market applicants entirely, meaning qualified Tucson nonprofits face a defined, local competitive pool rather than a national one. For Southern Arizona organizations working in education and social services, Marshall is one of the most accessible and predictable mid-tier funders in the region.
The most significant development in the past 12 months is a leadership transition. Alexis Ryland was named Executive Director effective December 9, 2025, succeeding Kelly Huber — the foundation's inaugural ED, who left for other opportunities. Ryland's background is in commercial real estate, including 18 months as property manager for the foundation's own Main Gate Square portfolio with Cushman & Wakefield | PICOR. She is currently enrolled in the Greater Tucson Leadership Lead Tucson program (class of 2026) and has stated her intent to deepen community impact and build a long-term strategic vision. This transition creates a meaningful window for relationship-building before she fully establishes her grantmaking orientation.
In August 2025, the foundation appointed Maria deGrasse to its Board of Directors as the University of Arizona student representative — a seat that reflects the foundation's unusually close institutional relationship with UA governance.
The 2025 grant cycle (LOI open February 3, closed February 28) awarded $1,202,000 to 35 organizations. The University of Arizona College of Law Education Advocacy Clinic was among the notable funded programs, focused on protecting the rights of K-12 students in Tucson public schools. Outgoing Executive Director Kelly Huber described the cohort as representing "the very best of Tucson's dedication to educational equity and community resilience." No major programmatic pivots or new funding categories were announced. The 2026 cycle launched on schedule with LOIs opening February 2, 2026.
The single most actionable step for any new Marshall Foundation applicant is to contact Grants Management Administrator Kay Hoenig before the LOI window opens: khoenig@marshallfoundation.com or (520) 955-1238. Hoenig handles day-to-day grants operations and can confirm eligibility, flag any outstanding reporting issues from prior grant cycles, and clarify which funding category best fits your work. This conversation also signals organizational seriousness — staff notice who engages proactively.
The choice of funding category in your LOI is binding and strategic. Organizations serving early childhood, K-12, or college-access programs should select Early Childhood to Graduate Education. Those providing food security, housing, mental health support, legal services, or other wraparound supports that explicitly enable educational participation belong in Wraparound Services in Support of Education. Many nonprofits could qualify under multiple tracks — choose the one that most precisely describes the funded program's theory of change, not the broadest applicable umbrella. Reviewers notice forced-fit category choices.
Every sentence in your LOI should connect to equity and educational access barriers. The foundation's mission explicitly centers equitable access, and its most funded grantees (Florence Immigrant and Refugee Rights Project, Youth On Their Own, Arizona Friends of Foster Children Foundation) all articulate a specific population facing barriers and a clear mechanism for removing those barriers. Demographic specificity resonates: immigrants, DACA-eligible students, foster youth, students experiencing homelessness, and children in low-income households all appear prominently in the funded portfolio.
Marshall's most consistent multi-year grantees share a reporting discipline: they quantify outcomes in educational terms — students reached, academic progression metrics, scholarship dollars leveraged, or literacy gains — rather than reporting activities alone. Frame your performance metrics accordingly from the application stage.
First-time requests should land at $25,000-$30,000. Requesting $100,000 without an established track record at this foundation signals misalignment with the typical first-grant relationship. Larger requests should be reserved for subsequent cycles after demonstrating strong program delivery. Out-of-cycle funding exists for requests under $25,000 — contact Kay Hoenig for that pathway if your program does not require a full-size grant.
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Smallest Grant
$200
Median Grant
$25K
Average Grant
$39K
Largest Grant
$198K
Based on 30 grants from the most recent 990-PF filing.
Recognizes humanitarian contributions
Supports scholarly research and education related to Marshall's legacy and historical period
Marshall Foundation's current grant parameters set a hard floor at $25,000 and a ceiling of $100,000 per award, with most grants landing between $25,000 and $30,000. The 2025 cycle distributed $1,202,000 across 35 grants — an average of approximately $34,343 per award. The historical database (198 total grants, $7.2M cumulative) shows a median of $25,000 and an average of $36,362, consistent with a funder that maintains minimum thresholds but occasionally stretches for larger institutional commi.
Marshall Foundation has distributed a total of $7.2M across 198 grants. The median grant size is $25K, with an average of $37K. Individual grants have ranged from $100 to $198K.
The Marshall Foundation is Arizona's oldest private foundation, established in 1930 by Louise Foucar Marshall and operating from 814 E. University Blvd. in Tucson — directly adjacent to the University of Arizona campus. Its funding model is unusual and consequential: rather than relying on external donations or investment endowments, the foundation generates operating income from its ownership and management of Main Gate Square, a retail and dining district beside the UA campus. This asset-based.
Marshall Foundation is headquartered in TUCSON, AZ.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jane Mccollum | PRESIDENT RE DIVISION (RETIRED 2023) | $159K | $1K | $161K |
| Bruce Burke | PRESIDENT & TREASURER | $18K | $0 | $18K |
| Gabriela Corrales | VICE PRESIDENT | $6K | $0 | $6K |
| Fabian Cordova | MEMBER | $6K | $0 | $6K |
| Jimena Valdes | TREASURER & SECRETARY | $6K | $0 | $6K |
| Michael Hammond | MEMBER | $6K | $0 | $6K |
| Alfredo Cuestas | MEMBER (RESIGNED AUGUST 2023) | $4K | $0 | $4K |
| Paola Mendivil | MEMBER | $2K | $0 | $2K |
| Sean Stuchen | MEMBER | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$29M
Fair Market Value
N/A
Net Worth
$18.4M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
198
Total Giving
$7.2M
Average Grant
$37K
Median Grant
$25K
Unique Recipients
85
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ua Foundation - 20232024 ScholarshipsFALL 2023 | Tucson, AZ | $198K | 2023 |
| Ua Foundation2022/2023 EDUCATIONAL SCHOLARSHIPS | Tucson, AZ | $198K | 2023 |
| Ua Foundation - College Of EducationCOOPER CENTER - COOPER FACILITY RENOVATIONS | Tucson, AZ | $106K | 2023 |
| U Of A FoundationSCHOLARSHIPS (2023 4 OF 5) | Tucson, AZ | $100K | 2023 |
| Youth On Their OwnRENOVATION OF NEW HEADQUARTERS | Tucson, AZ | $65K | 2023 |
| Old Pueblo Community ServicesREUNION HOUSE TEEN SHELTER | Tucson, AZ | $60K | 2023 |
| Ua Foundation - Honors CollegeHONORS VILLAGE AMPHITHEATRE NAMING (4 OF 5 PYMNTS) | Tucson, AZ | $50K | 2023 |
| Ua Foundation - Az AssuranceARIZONA ASSURANCE SCHOLARSHIP (2022 5 OF 5 OF 5) | Tucson, AZ | $50K | 2023 |
| Ua Foundation - School Of JournalismDIVERSITY HIGH SCHOOL WORKSHOP JUMPSTART PROGRAM | Tucson, AZ | $50K | 2023 |
| Literacy ConnectsREADING SEED CHILDREN'S LITERACY PROGRAM | Tucson, AZ | $50K | 2023 |
| Job Path IncECONOMIC OPPRTUNITY WITH JOBPATH | Tucson, AZ | $50K | 2023 |
| Laptops 4 LearningLAPTOPS FOR SAHUARITA UNIFIED SCHOOL DISTRICT | Sahuarita, AZ | $50K | 2023 |
| Sunnyside Unified School District Foundation IncSUNNYSIDE COMMUNITY SHARE | Tucson, AZ | $49K | 2023 |
| Beacon GroupPRE EMPLOYMENT TRANSITION SERVICES EXPANSION | Tucson, AZ | $43K | 2023 |
| Scholarships A-ZSTUDENT SUPPORT PROGRAMS FOR UNDOCUMENTED YOUTH | Tucson, AZ | $40K | 2023 |
| Arizona Friends Of Foster Children FoundationFOSTERING POST-SECONDARY SUCCESS | Phoenix, AZ | $35K | 2023 |
| Ua Foundation - African American Museum Of So AzDIGITAL MOVES FOR EDUCATION | Tucson, AZ | $35K | 2023 |
| Ua Foundation - Women In Science & EngineeringWISE MENTORSHIP PROG & PSYCHOEDUCATION SERIES | Tucson, AZ | $31K | 2023 |
| Boys To Men TucsonSPONSORSHIP | Tucson, AZ | $30K | 2023 |
| Children'S Action AllianceEQUITABLE ACCESS TO QUALITY EARLY CHILDHOOD EDUCATION | Tucson, AZ | $30K | 2023 |
| Children'S ClinicsSPEECH & LANGUAGE THERAPY FOR ACADEMIC ACHIEVEMENT | Tucson, AZ | $30K | 2023 |
| Sahuarita Food BankWEEKEND NUTRITION BACKPACKS | Sahuarita, AZ | $30K | 2023 |
| Tucson Jazz FestivalTJF 2024 ARTISTIC RESIDENCY IN TUCSON SCHOOLS | Tucson, AZ | $25K | 2023 |
| El Rio Health Center FoundationFUND "MISSION OF HOPE" YOUTH MENTAL HEALTH PROGRAM | Tucson, AZ | $25K | 2023 |
| Books For ClassroomsPURCHASE BOOKS TO DONATE TO SCHOOLS | Green Valley, AZ | $25K | 2023 |
| Casa De Los NinosPROVIDE QUALITY CARE AND EDUCATION FOR CHILDREN FROM BIRTH TO AGE 5 | Tucson, AZ | $25K | 2023 |
| Interfaith Community ServicesSINGLE MOM SCHOLARS | Tucson, AZ | $25K | 2023 |
| Junior Achievement Of ArizonaTEACH STUDENTS HOW TO MANAGE THEIR MONEY AND BE READY FOR THE WORKPLACE | Tucson, AZ | $25K | 2023 |
| Lutheran Social Services Of The SouthwestREFUGEE EDUCATION SERVICES | Phoenix, AZ | $25K | 2023 |
| So Az Assoc For The Visually Impaired (Saavi)PROGRAM FOR VISUALLY IMPAIRED | Tucson, AZ | $25K | 2023 |
| Step Student Expedition ProgramEDUCATE AND EMPOWER LOW-INCOME ARIZONA HIGH SCHOOLERS TO ENROLL IN AND GRADUATE FROM COLLEGE | Tucson, AZ | $25K | 2023 |
| United Way Of Tucson And Southern ArizonaACCELERATE QUALITY | Tucson, AZ | $25K | 2023 |
| Tucson Festival Of BooksSUPPORT THE 2023 TUCSON FESTIVAL OF BOOKS | Tucson, AZ | $25K | 2023 |
| Ua Foundation - College Of LawEXPANSION OF AAZ LICENSED LEGAL ADVOCATE (LLA) | Tucson, AZ | $20K | 2023 |
| Ua Foundation - Parents & Family Programs2023 RESOURCE GUIDE | Tucson, AZ | $20K | 2023 |
| Ua Foundation - Maria Teresa Velez Diversity Leadership ScholarshipFUND SCHOLARSHIP | Tucson, AZ | $10K | 2023 |
| Stratford Artworks2023 FILM FEST TUCSON | Tucson, AZ | $3K | 2023 |
| Angel Charity For Children2023 ANGEL BALL | Tucson, AZ | $2K | 2023 |
| Civic Orchestra Of TucsonSPONSORSHIP | Tucson, AZ | $1K | 2023 |
| Ua Foundation - 20222023 ScholarshipsFALL 2022 SCHOLARSHIPS | Tucson, AZ | $198K | 2022 |
| Florence Immigrant & Refugee Rights ProjectEDUCATIONAL SERVICES FOR IMMIGRANT YOUTH | Tucson, AZ | $50K | 2022 |
TUCSON, AZ
PHOENIX, AZ
SCOTTSDALE, AZ